Legacy Financial Strategies, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Legacy Financial Strategies, LLC reported 152 stock positions worth $645.7 million. Its top holding was Schwab US Large-Cap Growth (SCHG) at 15.4% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 12.0%) and iShares Core U.S. Aggregate (AGG, 7.0%). Compared with Q1 2026, it opened 18 new positions, sold out of 7, added to 48 and reduced 66. The biggest buy was Amer Cent SH Dur Strat (SDSI, shares +6901%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −2%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001723925
Portfolio Value
$645.7M (Q2 2026)
SEC Filing
0001723925-26-000008 ↗ filed Jul 21, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $388.1M Q1 2024 Q2 2024: $416.1M Q2 2024 Q3 2024: $453.2M Q3 2024 Q4 2024: $464.4M Q4 2024 Q1 2025: $458.6M Q1 2025 Q2 2025: $509.6M Q2 2025 Q3 2025: $553.7M Q3 2025 Q4 2025: $564.8M Q4 2025 Q1 2026: $554.2M Q1 2026 Q2 2026: $645.7M $645.7M Q2 2026

Holdings 152 stocks · $645.7M
SCHG Schwab US Large-Cap Growth 15.39% 2,937,132 $99.4M Add +1.3%
SCHB Schwab US Broad Market ETF 11.96% 2,665,380 $77.2M Add +1.9%
AGG iShares Core U.S. Aggregate 7.03% 458,378 $45.4M Reduce -1.6%
AVLV Avantis US Large Cap Value 6.88% 487,176 $44.4M Add +1.1%
AVDE Avantis International Equity 6.68% 483,677 $43.1M Add +2.9%
IGM iShares Expanded Tech Sector 6.48% 255,742 $41.8M Reduce -0.1%
DGRO iShares Core Dividend Growth 4.91% 418,414 $31.7M Add +1.0%
VTI VG Morningstar TS MKT ETF-US 3.08% 53,791 $19.9M Add +1.6%
SDSI Amer Cent SH Dur Strat Inc. 2.63% 330,104 $17.0M Add +6901.1%
SCHD Schwab US DVD Equity ETF 2.15% 437,276 $13.9M Add +0.2%
SMH Vaneck Semiconductor ETF 1.92% 18,874 $12.4M Add +2.1%
NVDA Nvidia Corp. 1.68% 54,201 $10.8M Add +0.1%
AAPL Apple Inc. 1.43% 31,984 $9.3M Add +0.8%
SPMO Invesco S&P 500 Momentum ETF 1.21% 48,495 $7.8M Add +9.6%
MUB iShares National Muni Bond E 1.20% 72,042 $7.8M Reduce -6.9%
CAT Caterpillar Inc. 1.08% 6,554 $7.0M Reduce -4.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.99% 8,552 $6.4M Reduce -0.1%
IJR iShares Core S&P Small-Cap E 0.90% 39,253 $5.8M Reduce -3.8%
VOO Vanguard S&P 500 ETF 0.78% 7,360 $5.1M Reduce -8.1%
BRK.B Berkshire Hathaway Inc. Class B 0.75% 9,679 $4.8M Reduce -1.2%
WMT Walmart Inc. 0.57% 32,751 $3.7M Reduce -2.6%
AFL Aflac Inc. 0.57% 31,197 $3.7M Reduce -5.6%
MSFT Microsoft Corp. 0.56% 9,638 $3.6M Reduce -7.2%
CINF Cincinnati Financial Corp. 0.52% 18,238 $3.4M Reduce -5.7%
LIN Linde PLC 0.51% 6,369 $3.3M Reduce -4.5%
SHW The Sherwin-Williams Co. 0.51% 9,482 $3.3M Reduce -4.7%
AMZN Amazon.com Inc. 0.50% 13,465 $3.2M Reduce -2.6%
ATO Atmos Energy Corp. 0.49% 18,181 $3.1M Reduce -6.6%
NEE Nextera Energy Inc. 0.47% 34,846 $3.1M Reduce -9.9%
GOOGL Alphabet Inc. Class A 0.47% 8,498 $3.0M Add +1.1%
NDSN Nordson Corp. 0.47% 10,038 $3.0M Reduce -6.2%
CTAS Cintas Corp. 0.47% 17,779 $3.0M Reduce -3.4%
GWW WW Grainger Inc. 0.44% 2,098 $2.9M Reduce -3.0%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.44% 20,640 $2.8M No change
LOW Lowe's Cos Inc. 0.42% 12,418 $2.7M Reduce -5.2%
FAST Fastenal Co. 0.41% 55,100 $2.6M Reduce -6.3%
AVGO Broadcom Inc. 0.40% 6,764 $2.6M Add +3.4%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.39% 102,794 $2.5M Reduce -0.2%
ADP Automatic Data Processing 0.38% 10,999 $2.5M Reduce -1.4%
MU Micron Technology Inc. 0.36% 2,006 $2.3M Add +11.6%
IUSV iShares Core S&P U.S. Value 0.35% 20,721 $2.3M No change
ECL Ecolab Inc. 0.34% 7,886 $2.2M Reduce -1.5%
MCD McDonald's Corp. 0.33% 7,847 $2.1M Reduce -5.6%
BRO Brown & Brown Inc. 0.32% 32,531 $2.1M Reduce -12.0%
CRWD CrowdStrike Holdings Inc. Class A 0.31% 2,640 $2.0M Add +5.1%
NUE Nucor Corp. 0.31% 9,023 $2.0M New
ABT Abbott Laboratories 0.30% 21,360 $1.9M Reduce -7.2%
TSLA Tesla Inc. 0.29% 4,510 $1.9M Add +2.1%
AMD Advanced Micro Devices 0.29% 3,235 $1.9M Add +20.3%
ITW Illinois Tool Works 0.29% 6,898 $1.9M New
JPM JPMorgan Chase & Co. 0.28% 5,533 $1.8M Reduce -2.6%
ROP Roper Technologies Inc. 0.28% 5,269 $1.8M Reduce -5.6%
PLTR Palantir Technologies Inc. Class A 0.26% 14,231 $1.7M Add +7.6%
JAAA Janus Henderson Aaa Clo ETF 0.25% 32,360 $1.6M Add +5.5%
ERIE Erie Indemnity Company Class A 0.24% 6,560 $1.6M New
ABBV Abbvie Inc. 0.21% 5,382 $1.4M Reduce -7.1%
TSM Taiwan Semiconductor-SP ADR 0.19% 2,568 $1.2M Add +3.3%
BND Vanguard Total Bond Market 0.18% 15,663 $1.1M Reduce -1.7%
META Meta Platforms Inc. Class A 0.18% 2,028 $1.1M Reduce -11.9%
GOOG Alphabet Inc. Class C 0.18% 3,202 $1.1M Add +4.3%
VIG Vanguard Dividend Apprec ETF 0.17% 4,518 $1.1M Add +0.0%
LLY Eli Lilly & Co. 0.16% 844 $1.0M Add +8.1%
TMUS T-Mobile US Inc. 0.15% 5,962 $1.0M Add +7.7%
XLV SS Health Care Select Sector 0.15% 6,154 $976K Reduce -3.8%
SPGI S&P Global Inc. 0.15% 2,384 $971K Reduce -62.9%
HYMB SS SPDR N Ice HY Muni ETF 0.14% 35,136 $894K Reduce -2.6%
CP Canadian Pacific Kansas City 0.14% 10,192 $883K No change
SPHB Invesco S&P 500 High Beta Et 0.13% 5,500 $856K No change
IOO iShares Global 100 ETF 0.13% 6,203 $847K No change
GEV GE Vernova Inc. 0.13% 719 $845K Add +8.8%
QQQ Invesco QQQ Trust Series 1 0.12% 1,095 $807K Add +81.6%
JNJ Johnson & Johnson 0.12% 3,070 $780K Reduce -1.1%
RSP Invesco S&P 500 Equal Weight 0.12% 3,555 $756K Add +0.0%
FNDX Schwab Fndmntl US LRG Co. ETF 0.10% 20,769 $646K Reduce -33.7%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.10% 323 $643K Add +11.0%
AXP American Express Co. 0.10% 1,863 $630K Add +0.4%
FHLC Fidelity MSCI Health Care 0.10% 7,986 $617K Reduce -3.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 2,181 $613K Reduce -31.5%
V Visa Inc. Class A 0.09% 1,756 $602K Add +2.7%
VYM Vanguard High DVD Yield ETF 0.09% 3,730 $589K Add +160.8%
WMB Williams Cos Inc. 0.09% 7,858 $584K Add +0.2%
SO The Southern Co. 0.09% 5,938 $568K No change
PANW Palo Alto Networks Inc. 0.09% 1,638 $559K Reduce -10.4%
HON Honeywell International Inc. 0.08% 2,448 $548K Reduce -0.2%
HONA Honeywell Aerospace Inc. 0.08% 2,446 $541K Reduce -0.3%
COST Costco Wholesale Corp. 0.08% 554 $519K Add +13.3%
COHR Coherent Corp. 0.08% 1,248 $492K New
CDNS Cadence Design SYS Inc. 0.08% 1,311 $492K Add +14.8%
EOT Eaton Vance National Municip 0.08% 27,684 $488K Reduce -9.4%
GLD SPDR Gold Shares 0.07% 1,298 $478K Reduce -10.1%
NOBL Proshares S&P 500 Dividend A 0.07% 8,214 $461K Reduce -5.2%
IWM iShares Russell 2000 ETF 0.07% 1,485 $446K New
MOAT Vaneck Morningstar Wide Moat 0.07% 4,111 $427K No change
XLK SS Technology Select Sector 0.07% 2,242 $427K No change
USAC USA Compression Partners LP 0.07% 16,000 $422K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.06% 6,109 $413K Add +0.1%
ETN Eaton Corp. PLC 0.06% 920 $392K Add +13.0%
MDY State Street SPDR S&P Midcap 0.06% 557 $392K Reduce -3.3%
ET Energy Transfer LP 0.06% 20,391 $390K No change
EXPD Expeditors Intl Wash Inc. 0.06% 2,392 $390K Reduce -85.2%
AOS Smith (a.o.) Corp. 0.06% 6,177 $387K Reduce -27.2%
XLY SS Consumer Disc Select Sect 0.06% 3,286 $385K No change
VGT Vanguard Info Tech ETF 0.06% 3,216 $384K No change
AVUV Avantis US Small Cap Value 0.06% 3,071 $383K Reduce -20.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 1,715 $374K Add +0.5%
DE Deere & Co. 0.06% 589 $374K Add +0.2%
CASY Casey's General Stores Inc. 0.06% 469 $373K No change
JPIE JPMorgan Income ETF 0.05% 7,570 $349K New
APD Air Products & Chemicals Inc. 0.05% 1,181 $346K Reduce -14.7%
KO The Coca-Cola Co. 0.05% 4,194 $341K Add +1.9%
IWS iShares Russell Mid-Cap Valu 0.05% 2,070 $341K No change
EVRG Evergy Inc. 0.05% 3,893 $336K No change
PM Philip Morris International 0.05% 1,841 $333K Add +8.1%
KLAC KLA Corp. 0.05% 1,103 $333K Reduce -36.2%
IVW iShares S&P 500 Growth ETF 0.05% 2,401 $330K Add +5.5%
CVX Chevron Corp. 0.05% 1,980 $328K Reduce -1.4%
SPCX Space Exploration Techn Class A 0.05% 1,858 $317K New
ORLY O'reilly Automotive Inc. 0.05% 3,441 $317K Reduce -3.2%
AMAT Applied Materials Inc. 0.05% 435 $315K New
HD Home Depot Inc. 0.05% 888 $313K Reduce -15.4%
ANET Arista Networks Inc. 0.05% 1,809 $307K New
MNA Nylim Merger Arbtrage ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET 0.05% 8,092 $295K Reduce -6.0%
XOM Exxon Mobil Corp. 0.04% 2,114 $289K Add +0.3%
IVE iShares S&P 500 Value ETF 0.04% 1,252 $284K Add +12.2%
TMO Thermo Fisher Scientific Inc. 0.04% 554 $278K Reduce -7.4%
NFLX Netflix Inc. 0.04% 3,871 $276K Reduce -4.2%
PG The Procter & Gamble Co. 0.04% 1,875 $275K Reduce -4.4%
MA Mastercard Inc. Class A 0.04% 526 $270K Add +4.6%
GE General Electric filed as GE AEROSPACE 0.04% 719 $269K Reduce -4.3%
SCHM Schwab US Mid Cap ETF 0.04% 7,116 $262K Add +1.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 2,949 $254K New
JEPI JPMorgan Equity Premium Inco 0.04% 4,470 $252K Reduce -56.6%
CSCO Cisco Systems Inc. 0.04% 2,112 $248K New
IBIT iShares Bitcoin Trust ETF 0.04% 7,303 $243K Add +17.8%
SPH Suburban Propane Partners LP 0.04% 14,000 $239K No change
XLI SS Industrial Select Sector 0.04% 1,259 $233K Reduce -1.9%
GS Goldman Sachs Group Inc. 0.04% 228 $231K Reduce -8.1%
CSX CSX Corp. 0.04% 4,853 $231K New
SPHY SS SPDR P High Yield ETF 0.03% 9,611 $225K New
SUB iShares Short-Term National 0.03% 2,060 $219K Reduce -30.4%
LRCX Lam Research Corp. 0.03% 483 $209K New
VNQ Vanguard Real Estate ETF 0.03% 2,149 $207K New
VDC Vanguard Consumer Staple ETF 0.03% 917 $207K Add +0.6%
T AT&T Inc. 0.03% 9,952 $206K Reduce -27.0%
TER Teradyne Inc. 0.03% 425 $206K New
ADM Archer-Daniels-Midland Co. 0.03% 2,687 $205K Reduce -4.7%
INTC Intel Corp. 0.03% 1,445 $202K New
TWO Two Harbors Investment Corp. 0.03% 15,050 $187K No change
ETHA iShares Ethereum Trust ETF 0.02% 11,300 $134K New
ARI Apollo Commercial Real Estat 0.02% 10,200 $109K No change
ABR Arbor Realty Trust Inc. 0.01% 17,800 $96K No change
AMC AMC Entertainment HLDS Class A 0.01% 29,694 $56K No change

Portfolio Sells Q1 2026 → Q2 2026
AGG iShares Core U.S. Aggregate Reduce -1.6% 7.03% −1.32
EXPD Expeditors Intl Wash Inc. Reduce -85.2% 0.06% −0.36
SPGI S&P Global Inc. Reduce -62.9% 0.15% −0.34
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.30
MUB iShares National Muni Bond E Reduce -6.9% 1.20% −0.28
WMT Walmart Inc. Reduce -2.6% 0.57% −0.18
NEE Nextera Energy Inc. Reduce -9.9% 0.47% −0.17
ATO Atmos Energy Corp. Reduce -6.6% 0.49% −0.16
MCD McDonald's Corp. Reduce -5.6% 0.33% −0.14
MSFT Microsoft Corp. Reduce -7.2% 0.56% −0.14
LOW Lowe's Cos Inc. Reduce -5.2% 0.42% −0.13
ABT Abbott Laboratories Reduce -7.2% 0.30% −0.13
HON Honeywell International Inc. Reduce -0.2% 0.08% −0.12
BRO Brown & Brown Inc. Reduce -12.0% 0.32% −0.11
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.2% 0.75% −0.10
CTAS Cintas Corp. Reduce -3.4% 0.47% −0.09
AFL Aflac Inc. Reduce -5.6% 0.57% −0.09
LIN Linde PLC Reduce -4.5% 0.51% −0.08
FAST Fastenal Co. Reduce -6.3% 0.41% −0.08
VOO Vanguard S&P 500 ETF Reduce -8.1% 0.78% −0.08
ROP Roper Technologies Inc. Reduce -5.6% 0.28% −0.08
SHW The Sherwin-Williams Co. Reduce -4.7% 0.51% −0.07
JEPI JPMorgan Equity Premium Inco Reduce -56.6% 0.04% −0.07
TAXF American Century Diver Muni Sold out 0.00% −0.06
COP Conocophillips Sold out 0.00% −0.06
META Meta Platforms Inc. Class A Reduce -11.9% 0.18% −0.06
MMIT Nylim Mackay Muni Intermedia Reduce -0.2% 0.39% −0.06
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −0.06
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -33.7% 0.10% −0.06
NDSN Nordson Corp. Reduce -6.2% 0.47% −0.04
IBM Intl Business Machines Corp. Reduce -31.5% 0.10% −0.04
ECL Ecolab Inc. Reduce -1.5% 0.34% −0.04
KR Kroger Co. Sold out 0.00% −0.04
IGV iShares Expanded Tech-Softwa Sold out 0.00% −0.04
AOS Smith (a.o.) Corp. Reduce -27.2% 0.06% −0.04
T AT&T Inc. Reduce -27.0% 0.03% −0.04
MINT PIMCO Enhanced Short Maturit Sold out 0.00% −0.04
GLD SPDR Gold Shares Reduce -10.1% 0.07% −0.04
BND Vanguard Total Bond Market Reduce -1.7% 0.18% −0.03
ADP Automatic Data Processing Reduce -1.4% 0.38% −0.03
NFLX Netflix Inc. Reduce -4.2% 0.04% −0.03
CINF Cincinnati Financial Corp. Reduce -5.7% 0.52% −0.03
CVX Chevron Corp. Reduce -1.4% 0.05% −0.02
HYMB SS SPDR N Ice HY Muni ETF Reduce -2.6% 0.14% −0.02
SUB iShares Short-Term National Reduce -30.4% 0.03% −0.02
AMZN Amazon.com Inc. Reduce -2.6% 0.50% −0.02
JPM JPMorgan Chase & Co. Reduce -2.6% 0.28% −0.02
APD Air Products & Chemicals Inc. Reduce -14.7% 0.05% −0.02
EOT Eaton Vance National Municip Reduce -9.4% 0.08% −0.02
XLV SS Health Care Select Sector Reduce -3.8% 0.15% −0.02

Portfolio Buys Q1 2026 → Q2 2026
SDSI Amer Cent SH Dur Strat Inc. Add +6901.1% 2.63% +2.58
SMH Vaneck Semiconductor ETF Add +2.1% 1.92% +0.64
SPMO Invesco S&P 500 Momentum ETF Add +9.6% 1.21% +0.32
NUE Nucor Corp. New 0.31% +0.31
ITW Illinois Tool Works New 0.29% +0.29
MU Micron Technology Inc. Add +11.6% 0.36% +0.25
ERIE Erie Indemnity Company Class A New 0.24% +0.24
AMD Advanced Micro Devices Add +20.3% 0.29% +0.19
SCHG Schwab US Large-Cap Growth Add +1.3% 15.39% +0.15
CRWD CrowdStrike Holdings Inc. Class A Add +5.1% 0.31% +0.14
SCHB Schwab US Broad Market ETF Add +1.9% 11.96% +0.11
COHR Coherent Corp. New 0.08% +0.08
IWM iShares Russell 2000 ETF New 0.07% +0.07
QQQ Invesco QQQ Trust Series 1 Add +81.6% 0.12% +0.06
JPIE JPMorgan Income ETF New 0.05% +0.05
VYM Vanguard High DVD Yield ETF Add +160.8% 0.09% +0.05
SPCX Space Exploration Techn Class A New 0.05% +0.05
AMAT Applied Materials Inc. New 0.05% +0.05
ANET Arista Networks Inc. New 0.05% +0.05
VUG Vanguard Mrngstar GR ETF-Sui New 0.04% +0.04
CSCO Cisco Systems Inc. New 0.04% +0.04
TSM Taiwan Semiconductor-SP ADR Add +3.3% 0.19% +0.04
CSX CSX Corp. New 0.04% +0.04
SPHY SS SPDR P High Yield ETF New 0.03% +0.03
GOOGL Alphabet Inc. Class A Add +1.1% 0.47% +0.03
LRCX Lam Research Corp. New 0.03% +0.03
VNQ Vanguard Real Estate ETF New 0.03% +0.03
TER Teradyne Inc. New 0.03% +0.03
INTC Intel Corp. New 0.03% +0.03
AVGO Broadcom Inc. Add +3.4% 0.40% +0.03
ASML ASML Holding NV-NY Reg SHS Add +11.0% 0.10% +0.03
LLY Eli Lilly & Co. Add +8.1% 0.16% +0.03
GEV GE Vernova Inc. Add +8.8% 0.13% +0.03
ETHA iShares Ethereum Trust ETF New 0.02% +0.02
CDNS Cadence Design SYS Inc. Add +14.8% 0.08% +0.02
VTI VG Morningstar TS MKT ETF-US Add +1.6% 3.08% +0.02
GOOG Alphabet Inc. Class C Add +4.3% 0.18% +0.02
ETN Eaton Corp. PLC Add +13.0% 0.06% +0.01
IVW iShares S&P 500 Growth ETF Add +5.5% 0.05% +0.00
IVE iShares S&P 500 Value ETF Add +12.2% 0.04% +0.00
SCHM Schwab US Mid Cap ETF Add +1.4% 0.04% +0.00
PM Philip Morris International Add +8.1% 0.05% +0.00
V Visa Inc. Class A Add +2.7% 0.09% +0.00
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.1% 0.06% −0.00
DE Deere & Co. Add +0.2% 0.06% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.5% 0.06% −0.00
TSLA Tesla Inc. Add +2.1% 0.29% −0.00
MA Mastercard Inc. Class A Add +4.6% 0.04% −0.00
AXP American Express Co. Add +0.4% 0.10% −0.00
KO The Coca-Cola Co. Add +1.9% 0.05% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 152$645.7MSCHG, SCHB, AGG, AVLV, AVDE
Q1 2026 140$554.2MSCHG, SCHB, AGG, AVDE, AVLV
Q4 2025 138$564.8MSCHG, SCHB, AGG, AVLV, AVDE
Q3 2025 135$553.7MSCHG, SCHB, AGG, DGRO, IGM
Q2 2025 127$509.6MSCHG, SCHB, AGG, DGRO, AVLV
Q1 2025 119$458.6MSCHG, SCHB, AGG, DGRO, AVLV
Q4 2024 119$464.4MSCHG, SCHB, AGG, DGRO, AVLV
Q3 2024 115$453.2MSCHG, SCHB, AGG, DGRO, AVLV
Q2 2024 98$416.1MSCHG, SCHD, SCHB, AGG, DGRO
Q1 2024 90$388.1MSCHG, SCHD, SCHB, AGG, DGRO